Manager Sales

DAVID WRIGHT

*** ******* ******, *********, ** **042

*****.*.*******@*****.*** / 917-***-****

SAAS SERVICE DELIVERY

Transformed startup SaaS organization’s capability to deliver large & complex solutions to enterprise clients for both professional services and client success organizations. Including overall services, program/project management tools and methods that align with both Agile and Waterfall approaches. Integrated this into a collaborative approach that includes Sales, Product, Professional Services, Support and Client Success. Led and leading most complex clients through implementation and managed services.

DIGITAL TRANSFORMATION ROADMAP & IMPLEMENTATION

Direct clients/projects in defining their strategic digital roadmap (personas, journeys, search, landing, content, conversion, SEO optimizations, paid/organic). Partnered with client business (CMO, Product Owners) and internal technology and 3rd party services providers to coordinate the specifications, delivery and KPIs for key components. PROFESSIONAL SERVICES SALES & DELIVERY

Managed professional services organizations for SaaS, FinTech and Management Consulting Services organizations. Involved in transforming these into profit centers, including end-to-end sales to delivery processes and tools, scoping and contract administration, hiring and onboarding. Successfully worked with and setup onshore/nearshore/outsource delivery teams.

MANAGEMENT

Led large teams in delivering services driven by annual budgeting process and aligning with annual departmental project roadmaps. Responsible for hiring, onboarding, budgeting, career development & mentoring. Team sizes have ranged from 5 to 100.

PROGRAM & PROJECT MANAGEMENT

Built out overall enterprise governance program, led Agile projects as the Scrum Leader, Product Owner, Project Manager, Technical Project Manager and led organizations in transforming from Waterfall to Agile driven design. Developed PMO methods and tools to support the Program Governance process. BUSINESS PROCESSES

Extensive knowledge of business processes and products that drive SaaS Product Management, Financial Services

(wealth, FX, buy & sell side transactions and compliance(SOX, AML/KYC, CCAR, BCBS and Beneficial Ownership)), Private Equity/Alternatives (fund administration, portfolio analysis), Health Care Providers, Insurance, and Public Sector: Taxation and Election Systems.

TECHNOLOGY & PRODUCTS

• SEO – Schema, search optimization, paid/organic

• Technology – Jira, Bitbucket, GitHub, Java, .Net, HTML, SQLServer, DB2, IDMS, NoSQL, Cloud - Amazon Web Services (AWS) certified practioner, Yext Certified Hitchhiker

• Products – Yext, SFDC, SugarCRM, Kimble, Yfiles, Broadridge FXL, GoldTier, Oracle OBIEE, Microstrategy, Qlikview, Tableau, Sharepoint, MS Project, Smartsheet DAVID WRIGHT

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PROFESSIONAL EXPERIENCE

Enterprise Service Delivery, Yext, New York, NY, 2017 to present

● Manage design & delivery of all large enterprise implementations for Yext, a SaaS industry-leading software tool designed to manage a business’s location-related information on a multitude of directory websites throughout the Internet.

o Manage Implementation of multiple financial services, health management and other large enterprise digital transformation onto the Yext SaaS platform.

o Developed GTM strategy for the Professional Services organization to deliver all SaaS services o Developed PMO organization for all internal and external facing projects US Capital Markets Senior Delivery Manager, GFT USA, New York, NY, 2016 to 2017

● Managed the pre-sales, project scoping and staffing, contract/SOW negotiation, delivery and P&L for financial services organizations. Significant projects included:

o OpenAPI governance and architecture for a large Canadian bank. o Legal Entity Visualization (Beneficial Ownership) design and implementation for a leading US bank. o Digital transformation for a leading FX services provider, designed and delivered current state technical front end and back end technical stack, rebranding of all front-end interfaces, extended product capabilities to include front office buy/sell side services in addition to their existing middle and back office operations. o PMO to oversee the merger of the transactional printing operations into a leading FinTech’s digital and print subsidiary. Merged operations resulted in the largest North American customer communication business. o BPM for US Subsidiary technology operations to near shore (Brazil). 25 person lift out, with potential to lift remaining 125 positions.

● Managed Quality Management for North American operations. Focused on CMMi compliance and quality project systems delivery.

Solutions Partner, Perficient/ForwardThink Group, New York, NY, 2013 to 2015

● Oversaw the pre-sales, project scoping and staffing, contract/SOW negotiation, delivery and P&L for financial services organizations. Significant projects included:

o Led the development of enterprise, product and business roadmaps for wealth management, CRM, financial market data product design and delivery, portfolio management, digitally management accounts, and enhancing the financial services organization’s client experience. (TIAA-CREF, DTCC, BNY-Mellon, Fidelity) o Led an enterprise CRM roadmap for TIAA-CREF. Project analyzed their needs across the divisions (Wealth, Pension Admin, Asset Management), the challenges with their existing Siebel implementation and identified potential approaches, costs, and risks with implementing a new solution. o Led a departmental SFDC implementation for the Markets group of BNY-Mellon. Project defined key and extended attribute set, key contact structure, merging of CRM/Contact Management across the group and the future workflow.

o Led a Collateral Administration/Segregation Market Study for a large custodian (BNY Mellon) o Led the development of enterprise data on boarding program design– enabling compliance with data governance Basel Committee on Banking Supervision (BCBS) 239. (BNY-Mellon) o Manage the design, testing and rollout for a large US commercial bank’s risk modeling for Fed Stress Testing.

(Santander) Led the global implementation of an AML/FACTA systems (Thomson Reuters/GoldTier). DAVID WRIGHT

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o Led the implementation of the Seismic (financial reporting) system providing standardized client consolidated and performance reporting for high net worth clients. (TIAA-CREF) Associate Director, Vitech Systems, Inc., New York, NY, 2010–2013

● Managed global service delivery for a financial services pension (V3) and investor management (Equitrak) software. Responsible for large project delivery, quality improvements, project management, development methodology, project staffing, testing, training and recruiting.

● Led implementation of pension administration system to State of Maine Public Employee Retirement System.

● Designed and implemented enterprise wide project management metrics reporting to empower the project manager to meet financial and delivery goals.

● Led transformation from a waterfall SDLC to an Agile driven design and delivery methodology for the enterprise. Consultant/Advisor, Borradaile Technology Consulting, Montclair, NJ, 2009–2010

● Developed a program management office for a large US money center financial services group. Includes automation, integration with appropriate management and governance processes. All key strategic initiatives, including technology, operations, finance, and compliance included. (Royal Bank of Canada)

● Developed a project roadmap for a leading international bank’s Capital Market’s operations. Work directed by the US COO and included operational and IT support projects needed to direct over the next 24 months. Plan positioned division to compete as a top 5 money center organization. (Royal Bank of Canada) Vice President, Goldman Sachs, New York, NY, 2000-2009

● Managed the global IT operations for the Merchant Bank Division. Responsible for all systems supporting private equity investments in real estate, equity, mezzanine finance and infrastructure, totally over $150 billion AUM. Key business processes supported included investor management, fund origination, management, account & reporting, portfolio management and multiple deal specific analysis, forecasting and hedging tools.

● Managed the divisional Quality Assurance team responsible for project management, project methodologies, project delivery, SOX and disaster recovery planning.

● Managed the internal user experience team and investment banking modeling and valuation teams the Investment & Merchant Banking Divisions. User Experience team designed all of the internal facing client interfaces. Modeling & Validations Teams supported all active M&A deals with excel, VBA models driven by current market data. Senior Manager, Andersen Consulting (Accenture), New York, NY, 1997-2000

● Directed service management/delivery for a 500-person global team (~ $75 mm/year in revenue), operating in New York, Delaware, London and Paris for JPMorgan. Responsible for IT governance, organization, processes/standards/tools, budget, and contract administration.

● Managed delivery of all IT services for a major reinsurance company, The Resolution Group. Key projects included overseeing the selection and implementation of a reinsurance system, financial management system, tail management solution and Y2K compliance enhancements and testing. Practice Leader, Apprise (acquired by Andersen Consulting), Parsippany, NJ, 1996-1997

● Built out a professional services organization focusing on the middle market Property & Causality Insurance IT services.

● Oversaw the delivery of IT Services to multiple P&C and Reinsurance companies. Senior Manager/Manager, Deloitte Touche Consulting, Parsippany, NJ, 1988 - 1996 DAVID WRIGHT

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● Responsible for business development (proposals and oral presentations), joint ventures, project management, systems design and implementation.

● Lead the design and implementation for multiple system implementations, these included an electronic voting system for the City of New York, central reservation/ticketing system and campus networking for the American Museum of Natural History, a pricing and contract management system for Lederle Laboratories Systems and a human resources information for the Massachusetts Bay Transportation Authority (MBTA).

● Directed internal and client teams in assessing current and future business needs and determining appropriate IT plans for the Bank of Bermuda, an architectural/engineering firm AECOM, Inc., the State of Rhode Island, the New Jersey Sports & Exposition Authority, Sunkyong, Fischer Controls, and Kraft General Foods International.

● Provided overall Quality Assurance oversight to the design and implementation of New York City’s Taxation System

(FAIRTAX)

Senior Consultant, Price Waterhouse, New York, NY, 1984 - 1988

● Led large system designs in the overall logical and physical data structures. These include the New York Statewide Taxation System, Davis Besse Nuclear Power Utility, and Mortgage Guaranty Insurance Corp. Designed a FX Swap solutions for Bankers’ Trust and the overall IT Road Map for the New York Branch of the Israeli Bank Leu. Senior Consultant, The Plagman Group, New York, NY, 1983 - 1984

● Senior Consultant (acquired by Price Waterhouse) Contributed to project management, database design and controls, training and process modeling engagements.

EDP Supervisor, Unibanco, New York, NY, 1981 - 1983

● Oversaw the implementation of an international wholesale banking system (DDA, FX and Loans modules). EDUCATION

● Bachelor of Arts, Economics, Columbia College, Columbia University, New York, NY

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